Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,234 | $103,038-95.9% | $90,324-95.3% | $152,909-97.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 37.76% | 95.25%-57.5pp | 78.15%-40.4pp | 345.46%-307.7pp |
| Employer contribution / active EE | $360 | $3,141-88.5% | $2,856-87.4% | $4,764-92.4% |
| Participant deferral / active EE | $2,268 | $4,282-47.0% | $3,885-41.6% | $5,851-61.2% |
| Admin fee / account holder | $1,970 | $6,177-68.1% | $5,356-63.2% | $11,601-83.0% |